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2026-10-16

  • Farcaster was acquired by Network School and will transform into a network-state protocol

    ChainCatcher report, the decentralized social network Farcaster has changed hands for the second time this year. Network School, backed by Balaji Srinivasan, has acquired Farcaster from Neynar, though the transaction amount was not disclosed. Rish, co-founder of Neynar, said on Thursday that after considering multiple acquisition offers, the company decided to transfer "the Farcaster app, protocol codebase, and related products" to Network School, citing the need for a different operational model as Farcaster enters its next phase. Rish and co-founder Manan will depart, while the rest of Neynar's staff will join Network School to continue developing Farcaster. Neynar acquired the platform from Farcaster's original developer, Merkle Manufactory, in January this year, with the deal also including the token issuance platform Clanker. Rish's announcement did not mention Clanker's future, but during a live stream on Thursday, GM Farcaster host Adrienne and NourishProf stated that Rish is considering spinning off Clanker and seeking other buyers for it. An in-app announcement indicates that Farcaster will be rebranded as "Network Nation Protocol," requiring users to accept or reject a "social smart contract." Those who accept will receive an on-chain access NFT as proof of entry.
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  • MSCI has adopted new rules to exclude non-operating companies from its Global Investable Market Indexes. In an earlier simulation based on May 2026 data, MSCI identified Bitcoin treasury companies Str

    The new rules, effective after the November 30 close, will exclude companies that fail an operating-assets test and trigger at least four of five financial exclusion criteria. Existing constituents must fail the screening in both of their two most recent annual filing periods before removal. MSCI will also lift temporary index restrictions on companies previously identified as holding digital assets worth at least 50% of total assets, assessing them under the new methodology instead.

  • Alibaba Cloud Qoder has officially adopted the unified Harness protocol UHP

    The Twitter account ycombinator retweeted a message from HARNESSROUTER, stating that Qoder (@qoder_ai_ide), under Alibaba Cloud (@alibaba_cloud), has officially adopted the Unified Harness Protocol (Unified Harness Protocol, UHP). After adopting this protocol, users can run Qoder as their product's agent backend via the HarnessRouter API, without needing to build an agent loop, sandbox, orchestration, or tracing themselves; Qoder handles user tasks. The original text did not mention technical details, scope, or limitations of the protocol. (Source: InFoQ)
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  • Arav Srinivas: Neoclouds need to build a complete Agent reasoning platform

    Arav Srinivas pointed out that Neoclouds cannot merely lease GPUs, but must own a complete Agent inference platform, including open-source weight models (SGLang), fine-tuned models (Miles, River), and a secure sandbox (SPACE). Meanwhile, Perplexity has open-sourced its sandbox and named it SPACE, advancing AI security in collaboration with partners such as Akamai, Coreweave, and Crusoe. The article expressed anticipation for cooperation with Coreweave, Akamai, Crusoe, and more partners. (Source: InFoQ)
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  • Israeli officials say the US and Israel are consulting on plans to strike Iran

    On the 15th (local time), citing Israeli security officials, Israel said that intelligence from Israel and the West shows that Iran is taking "extreme measures" in the military field. Therefore, Israeli Prime Minister Benjamin Netanyahu spoke with U.S. Secretary of State Marco Rubio on the same day to discuss plans for a military strike against Iran. However, the report said that both Israeli and U.S. officials assessed that the current situation has not yet reached the point requiring immediate military action. Previously, U.S. President Donald Trump said he would not attack Iran before the U.S. midterm elections on November 3, and Netanyahu also said he would not make a move before the Israeli parliamentary elections on October 27. (Source: Wallstreetcn)
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  • Capital Outflows Could Reach $8.8 Billion as MSCI Plans to Remove Strategy and Other Bitcoin Treasury Companies from Global Equity Indexes

    Odaily: Bitcoin News posted on X that MSCI is advancing a proposed methodology that would classify Michael Saylor's Strategy, Japan's Metaplanet, and other digital asset treasury companies as "non-operating" enterprises, potentially excluding them from the MSCI Global Investable Market Indexes. JPMorgan estimates that passive funds tracking MSCI indexes may be forced to sell $2.8 billion worth of MSTR shares; if other index providers adopt similar rules, the broader capital outflow could reach $8.8 billion. Strategy's reverse analysis shows that MSCI-tracking funds hold approximately 3.1% of its outstanding shares; a final decision is expected around October 16, with implementation potentially beginning on November 30.

  • ChronoScale Reports Fiscal First Quarter 2027 Results

    ChronoScale Holdings reported fiscal first quarter 2027 results for the period ended Aug. 31, 2026. Revenue was $41.5 million, up 148% from $16.7 million a year earlier. The company posted a net loss of $26.4 million, or $0.18 per basic and diluted share, and adjusted EBITDA of $5.9 million. Following its May 5, 2026 business combination, the legacy Ekso Bionics business was classified as held for sale and its results are presented as discontinued operations; the sale was completed Sept. 30, 2026. Operationally, ChronoScale secured a 50 MW AI compute deployment with Microsoft that will integrate NVIDIA GB300 NVL72 systems with liquid cooling and purpose-built infrastructure. It also entered strategic partnerships with Nutanix and a three-year agreement with Baseten Labs to support ~4 MW of AI capacity (expected complete by calendar Q1 2027). Subsequent to the quarter the company announced a contract extension and a new customer agreement, saying this puts it on track for $1 billion in annualized run-rate revenue by calendar Q3 2027, and it received $328.2 million in aggregate prepayments under existing contracts.
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  • Shiller P/E hits dot‑com era high; investors weigh crash risk

    Since its trough on Oct. 12, 2022, the S&P 500 is up over 91%. As of the beginning of October, the Shiller P/E ratio was 40.7, the highest it has been since the dot-com bubble; the ratio stayed above that mark for most of 1999 through mid-2000. Unfortunately, we know how the dot-com bubble ended: The S&P 500 fell around 49% between March and October 2022. The article notes crashes are inevitable and vary widely in length and severity. The COVID-19 crash lasted 33 days and saw the market drop around 34%, while the dot-com crash lasted about 929 days. A crash can be a buying opportunity for long-term investors, but those nearing or in retirement should prioritize proper allocation and a cash cushion to avoid forced selling.
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  • Micron's fiscal 2026 soars; HBM4 deal with Nvidia fuels growth

    Micron Technology reported a blockbuster fiscal 2026: revenue of $133.2 billion, up 256% year over year, and non-GAAP earnings of $74.33 per share versus $7.59 the prior year. The company’s market value reached roughly $1.1 trillion in about 18 months. Fiscal Q4 revenue was $54.23 billion, up 31% sequentially and 379% year over year, with non-GAAP EPS of $33.42 and a fiscal-year gross margin of 81.1% (a 40-percentage-point increase). DRAM revenue topped $100 billion for the year and Q4 DRAM sales rose 343% year over year. Micron announced a custom HBM4E implementation built for Nvidia’s next-generation GPUs, aligning it with Nvidia’s roadmap. Management is expanding capacity — a second Idaho fab and a New York fab (ground broken in January) — backed by more than $6 billion in CHIPS Act funding, and guides fiscal-Q1 2027 revenue of $60–63 billion.
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  • No click or download required: simply browsing ads on legitimate websites may lead to infection with mercenary spyware

    Odaily reports: Bitcoin News posted on X that Citizen Lab researchers have discovered the first publicly documented case of mercenary spyware being delivered through targeted online advertising, in which malicious code can initiate infection once an ad loads, without the user needing to click or download anything. The campaign is called "AdFection." At least 45 Al Jazeera devices were targeted between 2024 and 2025, and the operation has been linked to Israeli advertising company Discover-Tech and spyware vendor Candiru.

    After analyzing approximately 4 billion ad bidding records, researchers found that Discover-Tech's ads had appeared on nearly 200,000 websites and apps worldwide, but ad exposure does not necessarily lead to infection. Discover-Tech previously conducted business through major ad networks, including Google, and was removed after the investigation.

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  • NVDA, CRWV and NBIS Draw Big Bullish Options Bets Amid AI Selloff | Smart Money Option

    Amid AI-related semiconductor and data center stocks weakening, large bullish options trades totaling approximately $52 million were observed in NVDA, CoreWeave (CRWV), and NEBIUS (NBIS). In NVDA, a bull call spread of approximately $33.6 million was entered, composing a buy of 70,000 calls with a strike of $230 expiring November 20 and a sell of the same number of $260 calls. The breakeven at expiration is $234.80 (+8.6% from the stock price at the time of the trade). CRWV saw approximately $16.14 million in call buying (expiring April 16, 2027, strike $90 × 20,000 contracts, average premium about $8.07, breakeven $98.07, approximately +49%), with volume far exceeding the existing open interest of about 1,500 contracts. NBIS saw a bull call spread of approximately $2.27 million (expiring December 17, 2027, buying 1,250 contracts at strike $200 and selling $270, breakeven $218.14, approximately +23.5%). Market participants are taking positions anticipating a short-term rebound in NVDA, a mid-term recovery in CRWV (several months), and a long-term recovery for NBIS through 2027. While funding concerns remain, such as the sharp rise in CoreWeave's corporate bond yields, TSMC's latest quarterly sales rose approximately 41% year-over-year, and AI infrastructure demand remains solid. Sustained recovery is said to require easing of funding pressure and fundamental earnings support.
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  • Solana Alpenglow upgrade will activate on October 21, with finality dropping from 12.8 seconds to 150 milliseconds

    Solana ecosystem development company Anza stated that the Alpenglow mainnet beta will activate on October 21, 2026, at 14:50 UTC. Once the upgrade is complete, transaction finality is expected to be reduced from approximately 12.8 seconds to 150 milliseconds.

    Alpenglow will replace the existing TowerBFT voting mechanism with Votor, allowing validators to avoid writing every vote on-chain and instead confirm consensus through direct communication aggregated into smaller records. The network is expected to maintain the existing system for approximately 18 minutes before switching to Votor once staked SOL reaches 82% of the validator set.

    Another component of Alpenglow, Rotor, will adjust how new blocks are distributed among validators, but no activation date has been announced yet. This upgrade includes only Votor, and Solana will temporarily focus on replacing its consensus mechanism.

  • US stocks close higher across all three major indices: Circle (CRCL) up 9.50%, Coinbase (COIN) up 6.62%

    PANews, October 16 - According to Binance market data, at the US stock market close, all three major indices closed higher, with the Dow Jones up 1.18% on the day, the Nasdaq up 0.01%, and the S&P 500 up 0.35%. Among key tickers, Circle (CRCL) rose 9.50%, Coinbase (COIN) rose 6.62%, Strategy (MSTR) rose 5.23%, Block (XYZ) rose 5.21%, BitMine (BMNR) rose 5.03%, and Riot Platforms (RIOT) rose 3.75%.
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  • Micron, Samsung and SK hynix profit as CXMT expands DRAM capacity

    Micron, Samsung and SK hynix are collecting extraordinary profits as AI-driven demand and constrained supply push DRAM prices higher. Micron reported DRAM average selling prices rose about 180% year over year; in fiscal 2026 revenue totaled $133.19 billion, up 256% from $37.38 billion a year earlier, GAAP gross margin rose from 39.8% to 80.7%, and net income jumped to $84.97 billion from $8.54 billion. Bit shipments grew only in the mid-20% range. China's CXMT is advancing DDR5, LPDDR5X and next-generation DRAM despite U.S. equipment restrictions and plans to grow wafer capacity roughly 83% to 550,000 wafers per month by 2028. CXMT needs only enough competitive capacity to shift the supply-demand balance and potentially collapse the scarcity premium that has fueled the established manufacturers' extraordinary profits; technological parity is not required.
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  • Why ServiceNow (NOW) Stock Is Trading Up Today

    Shares of ServiceNow (NYSE: NOW) jumped 5.1% in the afternoon after a company press release detailed updates to ServiceNow EmployeeWorks that allow workers to build AI agents without code. The release said this is the third generation of the company’s employee-centric AI harness and introduced the ToolSmith developer environment, which reduces tool-creation time from days to minutes. CNBC reported that SaaS and broader tech stocks rebounded as falling Treasury yields attracted dip-buyers, with the 10-year Treasury yield pulling back from its recent high (the highest since 2002). ServiceNow remains volatile—its shares had 37 moves greater than 5% over the last year—and rose 3.9% 14 days ago after launching Flow by ServiceNow, a conversational AI-native service desk deployable within a day inside Slack and Microsoft Teams.
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  • Micron Stocks Fall Although $35B Buyback Window Nears

    Memory-chip producer Micron faces a wait before its expanded buyback authorization can translate into purchases. The board approved a $35.16 billion repurchase on October 8, with purchases permitted starting December 9. A October 15 valuation snapshot put shares at $910.21, roughly 0.43% below the previous close at 11:45am EST. Barron’s noted shareholder returns as potential support, but investors must separate permission to buy from actual buying. GuruFocus has detected 4 Warning Signs with MU. CHIPS funding conditions and limits tied to defined free cash flow constrain repurchases. Micron’s September 30 release reported quarterly operating cash flow of $43.97 billion on revenue of $54.23 billion. Shares sit 16.39% above the $782.02 GF Value estimate, suggesting a premium; a large authorization alone doesn’t guarantee value. Watch dollars spent after December 9, the prices paid and the resulting share count.
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